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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

By Amazon

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$ 17.60

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Price last updated : Oct 17, 2024 2:55 PM

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    Product details

    Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

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    Your Clients for Life is a comprehensive guide to financial life planning, providing advisors with the tools and strategies they need to deliver holistic life guidance to their clients.

    With this innovative approach, advisors can build more lucrative practices based on lifetime client relationships.

    The book offers practical advice and real-world examples, helping advisors to clarify goals in all areas of their clients' lives and design a financial strategy to support them.

    Whether you're a seasoned advisor looking to expand your practice or just starting out, Your Clients for Life is the definitive resource for success in today's rapidly changing financial landscape.

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